Beaumont Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Beaumont Financial Advisors’s Portfolio COKE Stock Details COKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$364K	Buy	1,908 +1	+0.1%	+$186	0.02%	285
2026 Q1	$366K	Sell	1,907 -3	-0.2%	-$525	0.03%	273
2025 Q4	$293K	Hold	1,910	–	–	0.02%	300
2025 Q3	$224K	Hold	1,910	–	–	0.02%	374
2025 Q2	$213K	Buy	1,910 +10	+0.5%	+$1.21K	0.02%	358
2025 Q1	$257K	Hold	1,900	–	–	0.02%	313
2024 Q4	$239K	Sell	1,900 -100	-5%	-$12.5K	0.02%	330
2024 Q3	$263K	Hold	2,000	–	–	0.02%	292
2024 Q2	$217K	Buy	+2,000	New	+$185K	0.02%	334

Other funds holding COKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beaumont Financial Advisors's COKE Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Coca-Cola Consolidated (COKE) stake by 0.05% in Q2 2026, buying an estimated $186 and bringing the position to 1,908 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #285.

Beaumont Financial Advisors first reported a position in COKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $366K in Q1 2026. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

Beaumont Financial Advisors held 1,908 shares of Coca-Cola Consolidated worth $364K as of Q2 2026.
Beaumont Financial Advisors bought 1 Coca-Cola Consolidated share in Q2 2026, an estimated $186.
Coca-Cola Consolidated made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #285 holding.
Beaumont Financial Advisors first reported a position in Coca-Cola Consolidated in Q2 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's Coca-Cola Consolidated position peaked at $366K in Q1 2026.
610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.